Fast client onboarding

Make the ultimate first impression

Onboarding that used to take days now takes minutes on our consolidated digital-first platform. With 30+ unique account types and single-session batch openings, you can get started with new clients the right way, right away.

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Easy account creation

Create accounts faster than ever

Onboarding used to mean piles of paperwork that felt like homework for clients and often took weeks for advisors to complete. With Altruist, you can open accounts in minutes with our paperwork-free digital process.

Seamless transfers

Fund accounts at lightning speed

Digital ACATs

Transfer in minutes instead of days, all without needing a copy of the statement from the old institution.

Fast, secure bank linking

Clients can connect bank accounts in minutes and start moving money right away.

Mobile check deposit

Advisors and clients can deposit checks instantly, and funds become available in 3–5 days.

Built for focus

Get to the real work sooner

Opening and funding accounts in our consolidated onboarding workflow means you can put more time and energy toward advising. Avoid all the tedious back-and-forth, and dive right into building stronger client relationships.

“

Digital ACATS, digital account opening, simple bank connection, smartphone app make the platform a breeze to use for end clients.”

Matthew Fox, Ithaca Wealth Management

This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). The promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results.

“

I opened an IRA with a client on the phone with me…in under 5 minutes including Beneficiaries and Trusted Contacts.

Curtis Bailey, Quiet Wealth

Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and isn’t a guarantee of results.

“

Love the speed at which you can open accounts and the user interface is fantastic!”

Ben Reynoso, FCG Wealth

Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and isn’t a guarantee of results.

Onboard faster

Seamless digital onboarding is only the start of how our platform can help you and your clients achieve your goals.

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Explore our entire platform, built for independent advisors

Better portfolio management

Invest your way, with built-in cost efficiencies for clients and time-saving benefits for advisors.

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Streamlined
operations

Automate the administrative workflows that keep your business running smoothly.

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Transformative AI engine

Make each day more efficient than the last with Hazel, your new AI engine.

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